Navis Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,653 shares of FVD stock, worth $199,799. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,653
Previous 4,653
-0.0%
Holding current value
$199,799
Previous $211,000
3.79%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding FVD
# of Institutions
634Shares Held
146MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$903 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$757 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$316 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$288 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$286 Million0.07% of portfolio